To subscribe to our emailers, all you have to do is fill in these basic details
and click the Submit button. You will start receiving regular mails from Wealth
Forum updating you on fresh content on our site.
Know your audience and tailor your selling accordingly. Pune is a city of retirees and so preferred debt in their portfolio. They were willing to expand to some equity later as they got more comfortable.
Selling products in the interest of the customers which had low expense ratios.
Happy customers leads to more referrals.
Every new client is on the NSE platform and this helps ease communication as well as processes.
"We trust that you will avoid using harsh language and will refrain from making
unsubstantiated allegations against individuals and firms. Your constructive feedback
and opinions are very valuable to all of us in the industry. "
Copyright 2017 All Rights Reserved.Wealth Forum Ezine